A Full Service Financial Consulting Firm
The investment climate has never been more exciting or more challenging than it is today.Click below to learn more about the “what’s” and “how longs” of transferring.
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Kris Thorvaldson
As a full-service financial consulting firm, we offer clients an assortment of quality, non-proprietary investment choices.
LPL Financial
LPL has served as an enabling partner, supporting financial advisors in their goals of protecting client’s wealth.
Research
Stay informed on the things that could influence your financial picture the most. We offer research and articles.
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Our investment advisors would be happy to answer any questions you have about your financial situation.
Happening Now
Market Opportunities Amid An Economic Rotation | Weekly Market Commentary | December 4, 2023
Recent growth metrics surprised to the upside, but leading indicators point toward some downside risk. In this edition of the Weekly Market Commentary, we examine potential opportunities amid a rotation in housing, buying patterns, and inflation.
Anatomy Of A Market Rally | Weekly Market Commentary | November 20, 2023
As the market appears to be taking a rest and consolidating its $2.7 trillion rally leading up to the Thanksgiving holiday, the historical pattern over the last five years suggests the shortened holiday week typically enjoys modest gains.
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